NasdaqCM:RR
NasdaqCM:RRMachinery

Assessing Richtech Robotics (RR) Valuation After Dex Humanoid Robot CES Debut

Why the Dex launch and CES coverage matter for Richtech Robotics Richtech Robotics (RR) has jumped into focus after showcasing its humanoid robot Dex, built on NVIDIA’s Jetson Thor technology, at CES, with media coverage and on floor demos drawing fresh investor attention. See our latest analysis for Richtech Robotics. The Dex launch and CES exposure come after a mixed stretch for Richtech Robotics, with a 7 day share price return of 8.91% and a 90 day share price return of a 35.98% decline,...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Does DNOW’s Margin Rebuild And Digital Shift Change The Bull Case For DNOW (DNOW)?

Over the past year, DNOW Inc has focused on rebuilding margins and expanding its digital distribution capabilities, supported by ongoing North American energy infrastructure spending. This combination of a leaner cost base, stronger free cash flow and a more digital sales model is drawing closer analyst scrutiny and a more balanced outlook on the business. With DNOW’s margin rebuild and digital push now in clearer focus, we’ll examine how this development reshapes the company’s investment...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group (SNEX) Valuation Check As New EU MiCA License Expands Digital Asset Footprint

StoneX Group (SNEX) is in focus after its StoneX Digital unit secured a Crypto Asset Service Provider license under the EU’s MiCA regime and took a minority stake in Enhanced Digital Group, expanding its regulated digital asset footprint. See our latest analysis for StoneX Group. The MiCA license and Enhanced Digital Group stake come as StoneX Group’s share price trades at $103.74, with a 30 day share price return of 6.9% and a 1 year total shareholder return of 57.84%, indicating that recent...
NYSE:ARES
NYSE:ARESCapital Markets

Is Ares Management (ARES) Pricing In Too Much Optimism After Its Strong Multi‑Year Run?

If you are wondering whether Ares Management at around US$175.91 is priced for perfection or still offers value, you are not alone. The stock has a mixed recent track record, with a 5.8% return over the last week, a 1.3% decline over the last 30 days, and returns of 5.8% year to date, 3.3% over 1 year, 147.3% over 3 years, and 352.4% over 5 years. Recent attention on Ares Management has focused on its role as a large alternative asset manager and how investors are treating these types of...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC) Named Forrester Data Fabric Leader Is The AI Analytics Story Underappreciated?

In recent days, Teradata was named a Leader in The Forrester Wave™: Data Fabric Platforms, Q4 2025, earning top marks for its vision, roadmap, real-time performance, and scalability across 14 evaluated providers. This independent recognition highlights the maturity of Teradata’s platform for large-scale analytics and AI workloads, reinforcing its role in complex enterprise data environments. We’ll now examine how this industry leadership recognition in data fabric platforms may influence...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Is Plains GP Holdings (PAGP) Pricing Looked At Differently After Strong Multi Year Share Gains

If you are wondering whether Plains GP Holdings is attractively priced at its current level, this article walks through what the numbers are really saying about the stock. The share price recently closed at US$19.83, with returns of 2.2% over the last 7 days, 6.0% over the last 30 days, 2.2% year to date, 7.2% over 1 year, 92.5% over 3 years and 168.8% over 5 years, which may influence how you think about potential reward and risk. Recent price moves sit against a backdrop of ongoing...
NYSE:CL
NYSE:CLHousehold Products

Is Colgate Palmolive (CL) Price Around US$81 Still Reasonable After Mixed Valuation Signals

If you are wondering whether Colgate-Palmolive at around US$81.48 is a fair deal or a stretch, you are in the right place to unpack what that price might really be offering you. The stock has returned 4.9% over the last week and 4.8% over the last month, while the 1 year return sits at a 3.4% decline and the 3 and 5 year returns are 12.4% and 11.9% respectively. Recent coverage around Colgate-Palmolive has focused on its position as a global consumer staples brand and how investors treat it...
NYSE:RBLX
NYSE:RBLXEntertainment

Why Roblox (RBLX) Is Down 9.5% After Mandating Facial Age Verification For Global Chat Safety

In early January 2026, Roblox began rolling out mandatory, privacy-focused facial age verification for chat worldwide, restricting communication between adults and younger users while aiming to strengthen safety and regulatory compliance across its platform. This safety push, arriving alongside diverging analyst views on engagement trends and profitability, raises important questions about how stricter controls might affect user behavior and Roblox’s broader business model. Next, we’ll...
NYSE:HUBB
NYSE:HUBBElectrical

How Investors May Respond To Hubbell (HUBB) Cluster Of Upbeat Analyst Reaffirmations

In recent days, several major research firms, including Wells Fargo, Mizuho, and Evercore ISI, reiterated positive views on Hubbell, reinforcing confidence in its operations and earnings outlook. This cluster of upbeat opinions comes as Hubbell posts strong multi‑year earnings growth alongside a valuation that suggests investors are already paying a premium for its shares. We’ll now examine how this wave of upbeat analyst sentiment may influence Hubbell’s existing investment narrative and...
NYSE:PJT
NYSE:PJTCapital Markets

Assessing PJT Partners (PJT) Valuation After Strong Multi Year Shareholder Returns

PJT Partners (PJT) has drawn investor attention after recent gains over the past week, with the stock closing at US$179.53. That move comes alongside recent revenue of US$1,657.789 million. See our latest analysis for PJT Partners. The latest weekly gain fits into a steadier picture, with a 90 day share price return of 4.99% and a 1 year total shareholder return of 16.81% pointing to building momentum, supported by a very large 3 year total shareholder return of 132.94%. If PJT Partners has...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Is It Too Late To Consider Ondas Holdings (ONDS) After Its Recent Share Price Surge

If you are wondering whether Ondas Holdings at US$13.69 still offers value after its run, you are not alone. The stock’s recent history gives plenty to think about. The share price moves have been sharp, with returns of 24.2% over the last week, 64.4% over the last month and a very large gain over the last year, which naturally raises questions about risk and sustainability. These moves have been playing out against a backdrop of ongoing interest in the company’s technology and growth story,...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Will Broadcom’s (AVGO) New AI‑Ready Wi‑Fi 8 Platform and Debt Raise Reshape Its AI Narrative?

Earlier this week, Broadcom Inc. announced its next-generation BCM4918 accelerated processing unit and new dual-band Wi‑Fi 8 chips, aiming to unify high-performance computing, networking, AI acceleration, and energy-efficient wireless connectivity for AI-enabled homes. At the same time, Broadcom completed several fixed-rate senior unsecured note issuances totaling about US$4.49 billion, potentially giving it added financial flexibility to support expanding AI chip demand and product...
NYSE:MAC
NYSE:MACRetail REITs

Macerich (MAC) Valuation Check As Mall Redevelopment Gains Attention And Debt Risks Linger

Why Macerich’s mall reinvention is back on investors’ radar Macerich (MAC) is back in focus as investors weigh its push to convert traditional malls into mixed-use centers, alongside ongoing questions around high debt, refinancing needs, and how consumers might respond to these redeveloped properties. See our latest analysis for Macerich. While the share price has eased slightly in the very short term, Macerich’s 90 day share price return of 11.1% and 3 year total shareholder return of 67%...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is T. Rowe Price's Expanding Deal Footprint Quietly Recasting Its Core Identity as an Asset Manager (TROW)?

T. Rowe Price Group recently drew renewed attention as a steady, dividend-focused asset manager, while analysts projected its fiscal 2025 fourth-quarter diluted earnings at US$2.47 per share, reflecting double-digit profit growth compared with the prior year. At the same time, the firm has been expanding its footprint through initiatives such as backing advanced manufacturing start-up Hadrian and engaging in Venezuelan debt restructuring talks, underscoring its reach across both public and...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Is Surging Options Activity Making Century Aluminum (CENX) a Pure Macro Sentiment Trade?

In recent days, Century Aluminum has experienced sharp volatility as global metals markets react to swings in aluminum prices, energy costs, and evolving U.S. industrial policies. Unusually heavy and divided options activity from large investors highlights how shifting institutional sentiment is amplifying the company’s sensitivity to these broader market forces. We’ll now examine how this heightened institutional options activity and macro-driven volatility could reshape Century...
NasdaqGM:NB
NasdaqGM:NBMetals and Mining

Is NioCorp (NB) Turning U.S. Critical Minerals Policy Support Into a Durable Strategic Advantage?

In recent days, Freedom Capital Markets initiated coverage of NioCorp Developments Ltd., highlighting U.S. government support for rare-earth mining and the company’s high-quality deposits, production capabilities, and offtake contracts. This combination of policy backing and resource quality helps frame NioCorp as a potential beneficiary of efforts to strengthen domestic critical minerals supply chains. Next, we’ll examine how this new analyst coverage and its focus on U.S. government...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Is It Time To Reassess Okta (OKTA) After Recent Cybersecurity Sentiment Shift?

If you are wondering whether Okta's share price reflects its true worth today, you are not alone. This article will help you frame that question clearly before you make any decisions. Okta shares last closed at US$92.23, with returns of 10.3% over the past week, 2.7% over the past month, 10.3% year to date and 9.3% over the last year, while the 3 year return stands at 32.2% and the 5 year return at a 63.5% decline. Recent headlines around Okta have focused on its role in identity and access...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

A Look At Exelixis (EXEL) Valuation After Zanzalintinib Phase 3 Success And New STELLAR-316 Trial

Exelixis (EXEL) is back in focus after reporting strong phase 3 data for zanzalintinib in metastatic colorectal cancer, alongside launching the Natera partnership for the planned STELLAR-316 pivotal trial in earlier stage disease. See our latest analysis for Exelixis. The recent phase 3 readout for zanzalintinib and the planned STELLAR-316 trial come after a strong run in the shares, with a 90 day share price return of 15.44% and a 1 year total shareholder return of 22.27%. The 3 year total...
NYSE:CMC
NYSE:CMCMetals and Mining

Commercial Metals Q4 EPS Strength Challenges Bearish Margin Narrative For CMC

Commercial Metals (CMC) has just posted its Q1 2026 results, with Q4 2025 revenue at US$2.1 billion and basic EPS of US$1.36, setting the tone for how the new fiscal year is starting to shape up. Over recent quarters the company has seen revenue move from US$2.0 billion in Q3 2025 to US$2.1 billion in Q4 2025, while basic EPS shifted from US$0.74 to US$1.36, giving investors fresh numbers to weigh against a mixed earnings backdrop. With trailing 12 month profit margins under pressure and a...
NasdaqGS:ANAB
NasdaqGS:ANABBiotechs

What AnaptysBio (ANAB)'s Royalty Spin-Off Plan Means For Shareholders

AnaptysBio recently filed a partial motion to dismiss Tesaro’s anticipatory breach of contract claim in Delaware Chancery Court, while a trial covering all remaining issues in their collaboration dispute is scheduled for July 14–17, 2026. The company has also announced plans to separate its biopharma operations from its sizeable royalty assets by the end of 2026, signaling a potential shift in how investors assess its underlying business drivers. We will now examine how AnaptysBio’s plan to...
NasdaqGM:SIGA
NasdaqGM:SIGAPharmaceuticals

Assessing SIGA Technologies (SIGA) Valuation As Biodefense Strength Draws Renewed Investor Attention

Why SIGA is back on investors’ radar SIGA Technologies (SIGA) is drawing fresh attention after recent coverage highlighted its TPOXX smallpox antiviral, consistent profitability, and solid balance sheet, even as major new contract or regulatory announcements remain quiet. See our latest analysis for SIGA Technologies. At a share price of US$6.77, SIGA has seen a 10.8% 7 day share price return and an 8.3% 30 day share price return, while its 1 year total shareholder return of 19.1% points to...
NYSE:PR
NYSE:PROil and Gas

Will Permian Resources' New Shelf Filings and Insider Sales Reshape PR's Ownership-Driven Investment Narrative?

In early January 2026, Permian Resources Corporation filed new universal shelf registrations covering Class A common stock, preferred stock and warrants, while also closing several prior employee stock ownership plan (ESOP) related shelves and withdrawing a 2024 omnibus shelf. Alongside these filings, the company completed a corporate reorganization and saw multiple senior executives sell shares, some to cover tax obligations from vested performance stock, reshaping its capital structure and...
NYSE:DGX
NYSE:DGXHealthcare

Does Quest’s Deeper Corewell Tie-Up Reshape Its Hospital Lab Strategy And Investment Case (DGX)?

Corewell Health and Quest Diagnostics recently completed their Diagnostic Lab of Michigan joint venture, giving Quest 51% ownership and extending its Collaborative Lab Solutions across 21 Corewell hospitals, with a new facility planned for early 2027. This majority-owned partnership meaningfully deepens Quest’s hospital footprint in Michigan, potentially reinforcing its role as an outsourced lab partner for large health systems. We’ll now examine how this expanded Corewell partnership, and...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

How Investors May Respond To Snap (SNAP) Dash Social Tie-Up And Earnings Beat

In recent days, Dash Social announced a partnership making it an Official Snapchat Partner, allowing brands to publish directly to Snapchat and access real-time, API-sourced analytics, while Snap also reported quarterly results that exceeded analyst expectations and issued strong guidance for the following quarter. Together with the appointment of technology executive Matthew McRae to Snap’s board and CEO Evan Spiegel’s pre-planned share sale of about US$10,000,000, these developments...